Learn how to add interactive fields for recipients to a document pack.
Please note: These articles outline the steps for the new document signing platform, currently in early access. Features like Certificate of Completion and signing request cancellations aren't available just yet.
We recommend using the current document signing platform for any important documents that require these more complex features during the early access phase.
We're rolling out your favorite features gradually so stay tuned to our in-app notifications and release notes for the latest updates! You can also check this page to see what we've released and what's coming next.
Once you've set up your document for signing you can place fields on your documents to choose where your recipients with interact with it. For more information on setting up a document for signing, check out this article.
- Choose which recipient you're applying fields for.
- Drag and drop the fields where you'd like to place them on the page. You can also resize them and change the placement using the blue bounding box.
- To remove a field, click on it and click Delete field.
- You can click between documents in the right hand side panel to change which document you are applying fields to.
